-77.0%
BTE price history and return analytics
+356.5%
-433.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | +4.1% | +2.4% | +1.7% | +0.6% |
| 30D | -14.4% | -1.5% | -12.9% | -13.1% |
| 3M | +1.7% | -4.1% | +5.8% | +6.6% |
| 6M | -11.7% | +0.6% | -12.3% | -14.5% |
| YTD | +36.1% | +11.0% | +25.1% | +12.8% |
| 1Y | +40.0% | +13.3% | +26.7% | +12.5% |
| 3Y | +16.3% | +73.4% | -57.1% | -47.4% |
| 5Y | +36.8% | +57.4% | -20.6% | -29.0% |
| 10Y | +23.0% | +221.7% | -198.7% | -71.1% |
| All | -77.0% | +356.5% | -433.5% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling